Purchases and Sales Made in Q1 2024 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.99K+ 157.29% |
$227K - $1.14M
|
6.53K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.99KNew |
$227K - $1.14M
|
3.99K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.98K+ 427.39% |
$227K - $1.13M
|
4.91K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.98KNew |
$226K - $1.13M
|
3.98K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.96K+ 400.0% |
$226K - $1.13M
|
4.96K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
3.94K+ 400.0% |
$224K - $1.12M
|
4.92K
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.93KNew |
$224K - $1.12M
|
3.93K
$257K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.9K+ 362.21% |
$222K - $1.11M
|
4.98K
$325K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.9K+ 433.33% |
$222K - $1.11M
|
4.8K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.9K+ 56.93% |
$222K - $1.11M
|
10.8K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.9KNew |
$222K - $1.11M
|
3.9K
$254K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
BUY
|
- |
3.89K+ 350.5% |
$222K - $1.11M
|
5.01K
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.89KNew |
$222K - $1.11M
|
3.89K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.89K+ 323.28% |
$222K - $1.11M
|
5.09K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.88K+ 509.87% |
$221K - $1.1M
|
4.64K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
3.87K+ 408.76% |
$221K - $1.1M
|
4.82K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.87K+ 400.21% |
$221K - $1.1M
|
4.84K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.86K+ 225.83% |
$220K - $1.1M
|
5.58K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 400.0% |
$220K - $1.1M
|
4.83K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.85K+ 576.2% |
$219K - $1.1M
|
4.52K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.84K+ 400.83% |
$219K - $1.1M
|
4.8K
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.84K+ 716.82% |
$219K - $1.09M
|
4.37K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.84K+ 504.61% |
$219K - $1.09M
|
4.6K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.84KNew |
$219K - $1.09M
|
3.84K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.83K+ 392.42% |
$218K - $1.09M
|
4.81K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.83K+ 400.0% |
$218K - $1.09M
|
4.79K
$312K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.82K+ 400.0% |
$218K - $1.09M
|
4.78K
$312K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.81K+ 17.41% |
$217K - $1.09M
|
25.7K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.81K+ 218.42% |
$217K - $1.08M
|
5.55K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
3.79K+ 346.12% |
$216K - $1.08M
|
4.89K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.79K+ 316.46% |
$216K - $1.08M
|
4.99K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 400.0% |
$216K - $1.08M
|
4.74K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.78K+ 661.12% |
$215K - $1.08M
|
4.35K
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
3.77KNew |
$215K - $1.08M
|
3.77K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.77KNew |
$215K - $1.07M
|
3.77K
$246K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.76KNew |
$214K - $1.07M
|
3.76K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.75K+ 400.0% |
$214K - $1.07M
|
4.69K
$306K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.74K+ 332.12% |
$213K - $1.07M
|
4.87K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.73K+ 363.45% |
$212K - $1.06M
|
4.76K
$310K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.73K+ 392.11% |
$212K - $1.06M
|
4.68K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.72K+ 284.85% |
$212K - $1.06M
|
5.03K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.72K+ 415.18% |
$212K - $1.06M
|
4.62K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 388.7% |
$212K - $1.06M
|
4.67K
$305K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.7K+ 387.13% |
$211K - $1.05M
|
4.66K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.68K+ 365.08% |
$210K - $1.05M
|
4.69K
$306K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.66K+ 401.32% |
$209K - $1.04M
|
4.57K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.66K+ 400.0% |
$209K - $1.04M
|
4.58K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
3.66K+ 400.0% |
$209K - $1.04M
|
4.58K
$299K
|